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The Filing Season

Every 13F report from every filer: cover-page totals for the whole season, what got accumulated and reduced, who changed, and the amendments record.

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
8,56813F-HR reports
$60.40TΣ reported value
4.03MHoldings listedall filers · Q2 2025
266Amendments
1,839Notice filings
Jul 01First filed
Oct 30Latest filed

Σ value = cover-page totals as reported, across 8,568 of 8,568 reports parsed so far · a 13F-NT is a notice that the manager's positions appear on another filer's report (combined reporting)

8,568 reports filed Jul 01 to May 29; busiest day Aug 14 with 1,7514909801,4701,961Jul 01: 18 reportsJul 02: 21 reportsJul 03: 19 reportsJul 07: 93 reportsJul 08: 123 reportsJul 09: 167 reportsJul 10: 132 reportsJul 11: 136 reportsJul 14: 132 reportsJul 15: 203 reportsJul 16: 182 reportsJul 17: 221 reportsJul 18: 149 reportsJul 21: 184 reportsJul 22: 207 reportsJul 23: 222 reportsJul 24: 167 reportsJul 25: 171 reportsJul 28: 140 reportsJul 29: 223 reportsJul 30: 197 reportsJul 31: 205 reportsAug 01: 258 reportsAug 04: 161 reportsAug 05: 252 reportsAug 06: 246 reportsAug 07: 270 reportsAug 08: 294 reportsAug 11: 345 reportsAug 12: 532 reportsAug 13: 736 reportsAug 14: 1,751 reportsAug 15: 125 reportsAug 18: 34 reportsAug 19: 21 reportsAug 20: 8 reportsAug 21: 8 reportsAug 22: 5 reportsAug 25: 4 reportsAug 26: 8 reportsAug 27: 27 reportsAug 28: 16 reportsAug 29: 7 reportsSep 02: 20 reportsSep 03: 4 reportsSep 04: 8 reportsSep 05: 7 reportsSep 08: 5 reportsSep 09: 8 reportsSep 10: 1 reportsSep 11: 2 reportsSep 15: 2 reportsSep 19: 5 reportsSep 22: 5 reportsSep 23: 3 reportsSep 24: 21 reportsSep 25: 21 reportsSep 26: 1 reportsSep 29: 4 reportsSep 30: 6 reportsMar 02: 1 reportsMar 06: 1 reportsMar 09: 1 reportsMar 12: 2 reportsMar 17: 1 reportsMar 24: 2 reportsMar 26: 1 reportsApr 14: 1 reportsApr 17: 1 reportsApr 20: 1 reportsApr 22: 1 reportsApr 24: 1 reportsMay 12: 1 reportsMay 15: 3 reportsMay 19: 1 reportsMay 20: 1 reportsMay 21: 1 reportsMay 28: 1 reportsMay 29: 3 reports100%45-day deadline · Aug 141,751 on Aug 14Jul 1Jul 15Aug 1Aug 15Sep 1Sep 15Oct 1Oct 15Nov 1Nov 15Dec 1Dec 15Jan 1Jan 15Feb 1Feb 15Mar 1Mar 15Apr 1Apr 15May 1May 15
13F-HR reports filed per day, all filers, with the 45-day statutory deadline marked. Bars are calendar days (weekends stay empty); the line traces the cumulative share of the season filed.
50.6% of reports arrived in the final week before the Aug 14 deadline
What the tracked universe did this season
+6,575New positions
−5,785Full exits
22,847Increased
18,406Reduced
53Comparable managers

Position-level changes across tracked managers with a comparable prior filing (the deep-parsed universe, not all filers). Buying in depth → · Selling in depth →

Street lamps in front of the glass facade of the SEC headquarters
Headquarters of the U.S. Securities and Exchange Commission, Washington, D.C., 2008. Photo: David (dbking on Flickr) · CC BY 2.0 · Wikimedia Commons · All photo credits
Most accumulated · most reduced

Most accumulated so far

SecurityΔ holdersNewHolders
RAL Ralliant Corp +17 +17 20
CRCL Circle Internet… +16 +16 19
ETOR eToro Group Ltd. +15 +15 17
B Barrick Mining… +15 +15 18
CHYM Chime Financial… +14 +14 17
RKLB Rocket Lab USA, Inc. +14 +14 17
CAI Caris Life… +13 +13 16
CIB Grupo Cibest S.A. +13 +13 16

Most reduced so far

SecurityΔ holdersExitsHolders
ALKT Alkami Technology… -6 −6 11
VSTS Vestis Corporation -5 −6 14
JD JD.com, Inc. -5 −6 17
HAIN -5 −5 12
HTHT H World Group… -5 −5 11
DD DuPont de Nemours… -5 −5 21
MZTI The Marzetti Company -5 −5 13
RYAN Ryan Specialty… -5 −5 14

Tracked universe, comparable-manager sets.

Largest reported portfolios this season
#ManagerReported valuePositionsFiled
1 The Vanguard Group $6.18T 16,643 Aug 11
2 BlackRock $5.25T 49,987 Aug 12
3 State Street Global Advisors $2.67T 4,260 Aug 14
4 Fidelity (FMR) $1.77T 13,187 Aug 14
5 Morgan Stanley $1.54T 44,865 Aug 14
6 JPMorgan Chase $1.53T 31,400 Aug 12
7 Geode Capital Management $1.43T 8,497 Aug 08
8 Bank Of America Corp /De/ $1.37T 28,404 Aug 14
9 Norges Bank $801.15B 1,707 Aug 13
10 Goldman Sachs Group $736.09B 13,021 Aug 14
11 Northern Trust Corp $727.16B 20,680 Aug 13
12 Susquehanna International Group, Llp $719.81B 14,120 Aug 14
Notable manager changes
01 Coatue Management

Reported value +58.3% QoQ ($22.68B → $35.90B)

→
02 Gotham Asset Management

Reported value +39.5% QoQ ($11.98B → $16.71B)

→
03 Altimeter Capital

Reported value +39.4% QoQ ($4.97B → $6.93B)

→
04 ARK Investment Management

Reported value +36.5% QoQ ($9.99B → $13.64B)

→
05 Citadel Advisors

+1193 new positions this quarter (15,124 total)

→
06 Marshall Wace

+692 new positions this quarter (5,574 total)

→
07 Renaissance Technologies

+594 new positions this quarter (3,522 total)

→
08 Two Sigma Investments

+489 new positions this quarter (3,150 total)

→
09 Point72 Asset Management

Top-10 concentration 12% → 17% (+4.4pp)

→
10 Bridgewater Associates

Top-10 concentration 32% → 36% (+4.3pp)

→

Screened from tracked managers with comparable prior filings: largest reported-value swings (≥$500M books), most new positions, and biggest concentration jumps. Value changes mix trading and market moves.

The amendments record
ManagerTypeOriginal filedAmendedValue: original → amended
East Coast Asset Management, LLC. restatement Aug 14 Oct 30 $301.41M → $510.51M (+69.4%) SEC ↗
Neuberger Berman Group LLC restatement Aug 13 Oct 27 $129.87B → $130.01B (+0.1%) SEC ↗
Elm Partners Management LLC restatement Aug 05 Oct 07 $1.72B → $2.14B (+24.4%) SEC ↗
Advus Financial Partners, LLC restatement n/a Oct 02 totals pending parse SEC ↗
OP Asset Management Ltd restatement Apr 20 Sep 18 $6.97B → $6.79B (-2.6%) SEC ↗
Boston Research & Management Inc new holdings Aug 12 Sep 04 $418,373 → $423.31M (+101079.3%) SEC ↗
Redwood Investment Management, LLC restatement Aug 14 Aug 26 $943,212 → $943,212 (0.0%) SEC ↗
Whitebox Advisors Llc new holdings Aug 14 Aug 26 $4.71B → $188.95M (-96.0%) SEC ↗
Advisors Asset Management, Inc. restatement Aug 12 Aug 24 $5.59B → $5.59B (0.0%) SEC ↗
Advisors Asset Management, Inc. new holdings Aug 12 Aug 21 $5.59B → $60,725 (-100.0%) SEC ↗
Hbk Investments L P new holdings Aug 13 Aug 14 $4.72B → $2.94B (-37.6%) SEC ↗
Militia Capital Partners, LP new holdings Aug 14 Aug 14 $214.61M → $432.71M (+101.6%) SEC ↗
Oxford Asset Management Llp new holdings Aug 14 Aug 14 $276.48M → $3.08M (-98.9%) SEC ↗
Oddo Bhf Asset Management Sas new holdings Aug 14 Aug 14 $2.54B → $89.64M (-96.5%) SEC ↗
OCONNOR, A Distinct Business Unit… new holdings Aug 14 Aug 14 $1.95B → $90.45M (-95.4%) SEC ↗

“restates entire filing” replaces the original table; “new holding entries” adds to it. Our analytics always use the latest accepted version; both filings stay in the record. How amendments work

The complete feed

Showing 9,701–9,800 of 9,941 managers that reported this season
One row per manager: these managers filed 10,673 separate documents; advisers may file one 13F per sub-portfolio. A further 262 superseded versions are excluded. Totals combine only live documents.

Jul 09 Southern Style Financial, Inc.

value not stated on cover page · 1 holdings listed · SEC ↗

Q2 2025
Jul 09 Hartz Capital, Inc.

value not stated on cover page · 1 holdings listed · SEC ↗

Q2 2025
Jul 09 Sarasin Asset Management Ltd

value not stated on cover page · SEC ↗

Q2 2025
Jul 09 Henry Bragg & Co., LLC

value not stated on cover page · SEC ↗

Q2 2025
Jul 09 Banque Piguet Galland & Cie SA

value not stated on cover page · SEC ↗

Q2 2025
Jul 09 Enterprise Bancorp Inc /Ma/

value not stated on cover page · SEC ↗

Q2 2025
Jul 09 Torrington Savings Bank

value not stated on cover page · SEC ↗

Q2 2025
Jul 08 Greenhaven Associates Inc

$6.72B reported · 25 holdings listed · SEC ↗

Q2 2025
Jul 08 Gradient Investments LLC

$5.47B reported · 358 holdings listed · SEC ↗

Q2 2025
Jul 08 Parallel Advisors, LLC

$5.00B reported · 3,536 holdings listed · SEC ↗

Q2 2025
Jul 08 E. Ohman J:or Asset Management AB

$4.03B reported · 401 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 08 Apella Capital, LLC

$3.69B reported · 424 holdings listed · SEC ↗

Q2 2025
Jul 08 Salem Investment Counselors Inc amended

$3.16B reported · 1,170 holdings listed · SEC ↗

Q2 2025
Jul 08 Advance Capital Management, Inc.

$2.21B reported · 168 holdings listed · SEC ↗

Q2 2025
Jul 08 Quintet Private Bank (Europe) S.A.

$1.73B reported · 217 holdings listed · SEC ↗

Q2 2025
Jul 08 Atwood & Palmer Inc

$1.60B reported · 514 holdings listed · SEC ↗

Q2 2025
Jul 08 Legacy Private Trust Co.

$1.55B reported · 329 holdings listed · SEC ↗

Q2 2025
Jul 08 Avity Investment Management Inc.

$1.35B reported · 108 holdings listed · SEC ↗

Q2 2025
Jul 08 RMR Wealth Builders

$1.10B reported · 285 holdings listed · SEC ↗

Q2 2025
Jul 08 Canandaigua National Bank & Trust Co

$1.08B reported · 310 holdings listed · SEC ↗

Q2 2025
Jul 08 Webster Bank, N. A.

$968.15M reported · 824 holdings listed · SEC ↗

Q2 2025
Jul 08 Heartwood Wealth Advisors LLC

$957.63M reported · 183 holdings listed · SEC ↗

Q2 2025
Jul 08 Bard Financial Services, Inc.

$837.45M reported · 206 holdings listed · SEC ↗

Q2 2025
Jul 08 Goldstone Financial Group, LLC

$757.14M reported · 206 holdings listed · SEC ↗

Q2 2025
Jul 08 Baker Ellis Asset Management LLC

$728.56M reported · 216 holdings listed · SEC ↗

Q2 2025
Jul 08 Adams Asset Advisors, LLC amended

$710.73M reported · 81 holdings listed · SEC ↗

Q2 2025
Jul 08 Allen Mooney & Barnes Investment Advisors LLC

$608.88M reported · 153 holdings listed · SEC ↗

Q2 2025
Jul 08 RV Capital AG

$540.21M reported · 12 holdings listed · SEC ↗

Q2 2025
Jul 08 Arlington Trust Co LLC

$512.39M reported · 700 holdings listed · SEC ↗

Q2 2025
Jul 08 Twele Capital Management, Inc.

$504.02M reported · 39 holdings listed · SEC ↗

Q2 2025
Jul 08 First National Corp /Ma/ /Adv

$496.05M reported · 163 holdings listed · SEC ↗

Q2 2025
Jul 08 Richard P Slaughter Associates Inc

$490.52M reported · 117 holdings listed · SEC ↗

Q2 2025
Jul 08 Chemistry Wealth Management LLC

$466.18M reported · 196 holdings listed · SEC ↗

Q2 2025
Jul 08 Medicxi Ventures Management (Jersey) Ltd

$427.25M reported · 5 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 08 IAM Advisory, LLC

$416.59M reported · 97 holdings listed · SEC ↗

Q2 2025
Jul 08 Amanah Holdings Trust

$404.14M reported · 16 holdings listed · SEC ↗

Q2 2025
Jul 08 Little House Capital Llc

$399.25M reported · 121 holdings listed · SEC ↗

Q2 2025
Jul 08 Boltwood Capital Management

$351.77M reported · 172 holdings listed · SEC ↗

Q2 2025
Jul 08 Prism Advisors, Inc.

$351.15M reported · 71 holdings listed · SEC ↗

Q2 2025
Jul 08 ShankerValleau Wealth Advisors, Inc.

$350.53M reported · 40 holdings listed · SEC ↗

Q2 2025
Jul 08 Parisi Gray Wealth Management

$348.94M reported · 121 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 08 Adamsbrown Wealth Consultants Llc

$344.79M reported · 108 holdings listed · SEC ↗

Q2 2025
Jul 08 Lpwm Llc

$342.83M reported · 83 holdings listed · SEC ↗

Q2 2025
Jul 08 Strategic Advocates LLC

$336.78M reported · 126 holdings listed · SEC ↗

Q2 2025
Jul 08 S.E.E.D. Planning Group LLC

$318.97M reported · 71 holdings listed · SEC ↗

Q2 2025
Jul 08 Mirabaud & Cie SA

$316.00M reported · 192,314 holdings listed · SEC ↗

Q2 2025
Jul 08 Atlas Brown,Inc.

$311.49M reported · 222 holdings listed · SEC ↗

Q2 2025
Jul 08 Next Level Private LLC

$307.21M reported · 150 holdings listed · SEC ↗

Q2 2025
Jul 08 Henrickson Nauta Wealth Advisors, Inc.

$288.97M reported · 85 holdings listed · 1 other managers included · SEC ↗

Q2 2025
Jul 08 First International Bank & Trust

$287.48M reported · 95 holdings listed · SEC ↗

Q2 2025
Jul 08 Silverleafe Capital Partners, LLC

$287.11M reported · 88 holdings listed · SEC ↗

Q2 2025
Jul 08 Juncture Wealth Strategies, Llc

$281.48M reported · 125 holdings listed · SEC ↗

Q2 2025
Jul 08 Davis Investment Partners, LLC

$279.47M reported · 160 holdings listed · SEC ↗

Q2 2025
Jul 08 Beacon Wealthcare LLC

$265.17M reported · 25 holdings listed · SEC ↗

Q2 2025
Jul 08 Bourne Lent Asset Management Inc

$258.35M reported · 62 holdings listed · SEC ↗

Q2 2025
Jul 08 Lowe Wealth Advisors, LLC

$256.16M reported · 365 holdings listed · SEC ↗

Q2 2025
Jul 08 Range Financial Group LLC

$254.56M reported · 194 holdings listed · SEC ↗

Q2 2025
Jul 08 Elevation Wealth Partners, Llc

$253.19M reported · 489 holdings listed · SEC ↗

Q2 2025
Jul 08 Rise Advisors, LLC

$251.86M reported · 1,539 holdings listed · SEC ↗

Q2 2025
Jul 08 TL Private Wealth

$240.85M reported · 45 holdings listed · SEC ↗

Q2 2025
Jul 08 Red Spruce Capital, LLC

$230.72M reported · 90 holdings listed · SEC ↗

Q2 2025
Jul 08 Dover Advisors, Llc

$227.11M reported · 163 holdings listed · SEC ↗

Q2 2025
Jul 08 Peirce Capital Management, LLC

$225.56M reported · 45 holdings listed · SEC ↗

Q2 2025
Jul 08 Mad River Investors

$223.28M reported · 24 holdings listed · SEC ↗

Q2 2025
Jul 08 Choice Wealth Advisors LLC

$221.29M reported · 30 holdings listed · SEC ↗

Q2 2025
Jul 08 Everpar Advisors Llc

$220.08M reported · 266 holdings listed · SEC ↗

Q2 2025
Jul 08 Gallacher Capital Management LLC

$216.12M reported · 281 holdings listed · SEC ↗

Q2 2025
Jul 08 MRA Advisory Group

$213.51M reported · 137 holdings listed · SEC ↗

Q2 2025
Jul 08 Ransom Advisory, Ltd

$212.12M reported · 322 holdings listed · SEC ↗

Q2 2025
Jul 08 Northstar Advisory Group, LLC

$204.89M reported · 100 holdings listed · SEC ↗

Q2 2025
Jul 08 D. Scott Neal, Inc.

$200.60M reported · 64 holdings listed · SEC ↗

Q2 2025
Jul 08 Melone Private Wealth, LLC

$195.43M reported · 50 holdings listed · SEC ↗

Q2 2025
Jul 08 FF Advisors,LLC

$192.67M reported · 99 holdings listed · SEC ↗

Q2 2025
Jul 08 Ballew Advisors, Inc

$168.46M reported · 112 holdings listed · SEC ↗

Q2 2025
Jul 08 Ehrlich Financial Group

$154.36M reported · 109 holdings listed · SEC ↗

Q2 2025
Jul 08 Ptm Wealth Management, Llc

$151.10M reported · 49 holdings listed · SEC ↗

Q2 2025
Jul 08 Kopion Asset Management, LLC

$148.30M reported · 20 holdings listed · SEC ↗

Q2 2025
Jul 08 Braun-Bostich & Associates Inc.

$146.48M reported · 118 holdings listed · SEC ↗

Q2 2025
Jul 08 Canandaigua National Trust Co of Florida

$140.63M reported · 122 holdings listed · SEC ↗

Q2 2025
Jul 08 Benjamin Joseph Floyd Dba Floyd Capital Management

$139.77M reported · 1 holdings listed · SEC ↗

Q2 2025
Jul 08 Cultivar Capital, Inc.

$138.35M reported · 38 holdings listed · SEC ↗

Q2 2025
Jul 08 Holcombe Financial, Inc.

$132.79M reported · 41 holdings listed · SEC ↗

Q2 2025
Jul 08 Moulton Wealth Management, Inc

$132.26M reported · 37 holdings listed · SEC ↗

Q2 2025
Jul 08 Paladin Wealth, LLC

$128.59M reported · 112 holdings listed · SEC ↗

Q2 2025
Jul 08 Hickory Point Bank & Trust

$123.94M reported · 123 holdings listed · SEC ↗

Q2 2025
Jul 08 Partnership Wealth Management, LLC

$123.52M reported · 69 holdings listed · SEC ↗

Q2 2025
Jul 08 Persium Advisors, LLC

$120.80M reported · 62 holdings listed · SEC ↗

Q2 2025
Jul 08 Madison Park Capital Advisors, LLC

$118.85M reported · 62 holdings listed · SEC ↗

Q2 2025
Jul 08 Corepath Wealth Partners Llc

$118.60M reported · 34 holdings listed · SEC ↗

Q2 2025
Jul 08 GK Wealth Management LLC

$110.90M reported · 155 holdings listed · SEC ↗

Q2 2025
Jul 08 21 West Wealth Management LLC

$99.13M reported · 59 holdings listed · SEC ↗

Q2 2025
Jul 08 Charis Legacy Partners, LLC

$60.71M reported · 26 holdings listed · SEC ↗

Q2 2025
Jul 08 Livelsberger Financial Advisory

$5.17M reported · 85 holdings listed · SEC ↗

Q2 2025
Jul 08 Lanark Financial, Inc.

$1.23M reported · 2,445 holdings listed · SEC ↗

Q2 2025
Jul 08 Granite Bay Wealth Management, LLC

$311,184 reported · 69 holdings listed · SEC ↗

Q2 2025
Jul 08 Martin Capital Partners, LLC

$255,075 reported · 75 holdings listed · SEC ↗

Q2 2025
Jul 08 Lingohr Asset Management GmbH

$55,159 reported · 93 holdings listed · SEC ↗

Q2 2025
Jul 08 XR Securities LLC

value not stated on cover page · 1 holdings listed · SEC ↗

Q2 2025
Jul 08 De Rubertis Francesco

value not stated on cover page · SEC ↗

Q2 2025
Jul 08 HSBC Global Asset Management (USA) Inc.

value not stated on cover page · SEC ↗

Q2 2025
← Previous Page 98 / 100 Next →
Provenance: Filing index from EDGAR quarterly form indexes; per-filing totals parsed from each filing's own cover/summary page (values as reported; a small number of filers mistakenly report in $thousands); position-level changes from parsed information tables (tracked universe, comparable sets). Every row links to its original SEC document. Data pipeline methodology